It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The earlier you start pursuing financial goals, the better your outcome may be.